Ticker: JPMB CUSIP: 46641Q746 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| 5T Wealth, LLC | 7,120 | $287 |
| LGT Financial Advisors LLC | 139 | $6 |
| JPMORGAN CHASE & CO | 27,197 | $1,098 |
| Lummis Asset Management, LP | 110 | $4 |
| JONES FINANCIAL COMPANIES LLLP | 504 | $20 |
| Farther Finance Advisors, LLC | 194 | $8 |
| Elevated Capital Advisors, LLC | 51 | $2 |
| COMERICA BANK | 54 | $2 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Forthright Family Wealth Advisory LLC | 26,933 | 28,906 | +1,973 (+7.3%) |
| ARQ WEALTH ADVISORS, LLC | 76,238 | 78,456 | +2,218 (+2.9%) |
| RiverFront Investment Group, LLC | 111,842 | 128,484 | +16,642 (+14.9%) |
| Cambria Investment Management, L.P. | 127,072 | 128,808 | +1,736 (+1.4%) |
| MORGAN STANLEY | 21,503 | 176,902 | +155,399 (+722.7%) |
| BANK OF AMERICA CORP /DE/ | 85,656 | 190,393 | +104,737 (+122.3%) |
| LPL Financial LLC | 38,019 | 68,645 | +30,626 (+80.6%) |
| HSBC HOLDINGS PLC | 22,650 | 27,625 | +4,975 (+22.0%) |
| GAMMA Investing LLC | 831 | 968 | +137 (+16.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| JANE STREET GROUP, LLC | 28,720 | 5,729 | -22,991 (-80.1%) |
| OSAIC HOLDINGS, INC. | 4,582 | 3,902 | -680 (-14.8%) |
| Pure Financial Advisors, LLC | 15,828 | 15,344 | -484 (-3.1%) |
| Focus Financial Network, Inc. | 18,875 | 18,644 | -231 (-1.2%) |
| ROYAL BANK OF CANADA | 314 | 300 | -14 (-4.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Sharkey, Howes & Javer | 6,383 | $258 |
| GeoWealth Management, LLC | 5,199 | $210 |
| MATHER GROUP, LLC. | 700 | $28 |
| ASSETMARK, INC | 179 | $7 |
| Ameritas Advisory Services, LLC | 54 | $2 |
| WELLS FARGO & COMPANY/MN | 28 | $1 |
| Advisory Services Network, LLC | 20 | $1 |
| PRINCIPAL SECURITIES, INC. | 5 | $0 |